Form 990 for tax year 2024
Filed by PUBLIC POLICY INSTITUTE OF NEW YORK STATE INC.
Totals
- Total revenue
- $253,564
- Total expenses
- $227,549
- Contributions and grants received
- $253,564
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $283,742
- Total liabilities, end of year
- $101,529
- Net assets or fund balances, end of year
- $182,213
- Program services expenses (Part IX)
- $193,235
- Management and general expenses
- $34,314
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $193,235
Program services were 84.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$253,564
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $17,475 · program services $15,760 · management and general $1,715
-
7 · Other salaries and wages
total $45,653 · program services $40,873 · management and general $4,780
-
9 · Other employee benefits
total $10,397 · program services $10,397
-
10 · Payroll taxes
total $6,593 · program services $4,873 · management and general $1,720
-
11b · Fees: legal
total $8,966 · program services $8,966
-
11c · Fees: accounting
total $11,000 · program services $11,000
-
11g · Fees: other
total $100,736 · program services $80,336 · management and general $20,400
-
13 · Office expenses
total $63 · program services $39 · management and general $24
-
14 · Information technology
total $729 · management and general $729
-
16 · Occupancy
total $6,104 · program services $5,890 · management and general $214
-
17 · Travel
total $1,231 · program services $1,231
-
19 · Conferences, conventions and meetings
total $11,355 · program services $11,355
-
23 · Insurance
total $3,703 · management and general $3,703
-
24a · Other expenses: MISCELLANEOUS
total $3,544 · program services $2,515 · management and general $1,029
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $247,441 · end of year $231,242
-
3 · Pledges and grants receivable
end of year $52,500
-
10a · Land, buildings and equipment: cost or other basis
$1,711
-
10b · Land, buildings and equipment: accumulated depreciation
$1,711
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $54,540 · end of year $94,764
-
19 · Deferred revenue
beginning of year $36,703 · end of year $6,765
-
27 · Net assets without donor restrictions
beginning of year $42,091 · end of year $62,500
-
28 · Net assets with donor restrictions
beginning of year $114,107 · end of year $119,713
Mission and programs · 2024
Mission
THE INSTITUTE CONDUCTS NON-PARTISAN RESEARCH INTO NYS GOVERNMENTAL AND ECONOMIC ISSUES OF INTEREST TO BUSINESS, LABOR AND THE GENERAL PUBLIC.
Activities or mission (Part I)
NONPARTISAN RESEARCH ON GOVERNMENT & ECONOMIC ISSUES PERTAINING TO NYS WHICH ARE OF INTEREST TO BUSINESS, LABOR, & THE GENERAL PUBLIC.
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THE NEW YORK BUSINESS DEFENSE FUND (NYBDF) IS THE LEGAL ARM OF PPI, CHALLENGING FEDERAL, STATE AND LOCAL GOVERNMENT REGULATORY OVERREACH AND UNCONSTITUTIONAL LEGISLATION. THE NYBDF WORKS TO ENSURE THE LEGISLATIVE CLIMATE PROMOTES ECONOMIC GROWTH FOR NEW YORK BUSINESSES.
Expenses $61,539
-
PPI PARTNERED WITH THE NYS ECONOMIC DEVELOPMENT COUNCIL ON A COMPETITIVENESS PROJECT. THE GOAL OF THE PROJECT IS TO MAKE NEW YORK MORE AFFORDABLE, REVERSE OUTMIGRATION, AND SUPPORT ECONOMIC GROWTH AND OPPORTUNITY. AN ECONOMIST WAS HIRED TO PUT TOGETHER THE DATA AND ASSEMBLE RECOMMENDATIONS, WITH INPUT FROM STAKEHOLDERS, PARTNER ORGANIZATIONS (CHAMBERS, IDAS, TRADE ASSOCIATIONS) AND SELECTED INVESTORS. SIGNIFICANT FUNDRAISING WAS DONE TO SUPPORT THE PROJECT AND THE MARKETING OF FINAL RECOMMENDATIONS.
Expenses $53,788
-
PPI RECRUITES EMPLOYER PARTNERS AND PROVIDES TECHNICAL SUPPORT, PROFESSIONAL DEVELOPMENT, TRAINING AND MENTORING TO THE PLANNING AND STEERING COMMITTEE FOR THE 59 P-TECH 9-14 SCHOOLS IN NEW YORK. THESE SCHOOLS ARE IMPLEMENTING AN INNOVATIVE MODEL TO PREPARE TEENAGERS TO COMPLETE THEIR HIGH SCHOOL DIPLOMAS, AN AAS DEGREE AND WORKPLACE PREPARATION FOR AN ENTRY LEVEL JOB INTO A MIDDLE CLASS CAREER. THE SCHOOLS ARE PARTNERED WITH 41 COLLEGES AND UNIVERSITIES, LOCATED IN 9 OF THE 10 ECONOMIC REGIONS THROUGHOUT THE STATE, AND SERVE OVER 7,500 STUDENTS.
Expenses $34,028
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AS SERIOUS DISCUSSIONS, BOTH FEDERALLY AND IN NEW YORK STATE, BEGAN ON BANNING THE USE OF NONCOMPETE AGREEMENTS, PPI CREATED A PUBLIC EDUCATION CAMPAIGN TO DISCUSS THE ECONOMIC DANGERS FOR NEW YORK STATE IF NONCOMPETE AGREEMENTS WERE BANNED. THIS EDUCATION CAMPAIGN WAS DESIGNED SOLELY TO EDUCATE THE PUBLIC AND DISCUSS THE ECONOMIC IMPACT THAT BANNING NONCOMPETE AGREEMENTS WOULD HAVE ON THE NEW YORK ECONOMY. THE CAMPAIGN TARGETED THE GENERAL PUBLIC AS TO THE DANGERS AND SOUGHT TO PROVIDE A BETTER UNDERSTANDING THROUGH PUBLIC OUTREACH AND INFORMATION THAT WAS PROVIDED ON A DEDICATED WEBSITE.
Expenses $15,000
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PPI PARTNERED WITH THE U.S. CHAMBER OF COMMERCE FOUNDATION AND FOUR LOCAL CHAMBERS OF COMMERCE ACROSS NEW YORK STATE TO HOST A FIRST-OF-ITS-KIND STATEWIDE CIVICS BEE COMPETITION. MODELED ON TRADITIONAL SPELLING AND GEOGRAPHY BEES, THE COMPETITION GIVES STUDENTS THE CHANCE TO WIN RECOGNITION AND EARN CASH PRIZES BY SHARING IDEAS FOR IMPROVING THEIR COMMUNITIES AND SHOWING THEIR ENTHUSIASM FOR CIVICS. THE WINNER OF THE NATIONAL CIVICS BEE NEW YORK STATE FINALS WILL BE INVITED TO WASHINGTON D.C. TO COMPETE IN THE INAUGURAL NATIONAL CIVICS BEE NATIONAL CHAMPIONSHIP.
Expenses $28,880
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Heather C MulliganHEATHER C MULLIGAN
PRESIDENT & CEO
- Total calculated
- $494,808
- From this org
- $13,999
- From related orgs
- $452,646
- Other
- $28,163
- Hours/week
- 1.5 + 37.25 related
Schedule J breakdown matched by us
- Base
- $13,999 + $452,646 related
- Bonus
- $0
- Other
- $0
- Deferred
- $307 + $9,915 related
- Nontaxable benefits
- $538 + $17,403 related
- Filer's total
- $14,844 + $479,964 related
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Sheila AppelSHEILA APPEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Dawn BurlewDAWN BURLEW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Dr Kelly ChezumDR KELLY CHEZUM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
James W KinnearJAMES W KINNEAR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Anna Maria MaritatoANNA MARIA MARITATO
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Kenneth J PokalskyKENNETH J POKALSKY
TRUSTEE
- Total calculated
- $263,110
- From this org
- $2,383
- From related orgs
- $235,940
- Other
- $24,787
- Hours/week
- 0.25 + 36.5 related
Schedule J breakdown matched by us
- Base
- $2,383 + $235,940 related
- Bonus
- $0
- Other
- $0
- Deferred
- $46 + $4,564 related
- Nontaxable benefits
- $202 + $19,975 related
- Filer's total
- $2,631 + $260,479 related
-
Suzanne M Jensen CPASUZANNE M JENSEN CPA
CFO
- Total calculated
- $231,399
- From this org
- $0
- From related orgs
- $214,928
- Other
- $16,471
- Hours/week
- 1 + 35.25 related
Schedule J breakdown matched by us
- Base
- $0 + $214,928 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $6,539 related
- Nontaxable benefits
- $0 + $9,932 related
- Filer's total
- $0 + $231,399 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
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BUSINESS COUNCIL OF NEW YORK STATE INC
501(C)6 · CREATING ECONOMIC GROWTH AND STRONG COMMUNITIES ACROSS NEW YORK STATE. · NY
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 29 July 2025
- IRS schema version
- 2024v5.2
- Source object
- 202522109349300007
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